406 hedge funds and large institutions have $17.6B invested in Wayfair in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 176 increasing their positions, 101 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-9
Holders Change %
-2.17%
% of All Funds
7.2%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.23%
New
77
Increased
176
Reduced
101
Closed
83
Calls
$1.82B
Puts
$1.71B
Net Calls
+$115M
Net Calls Change
-$381M
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.46B +$148M +656,625 +6%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$1.74B +$36.2M +160,495 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.37B +$84.7M +375,134 +7%
SHIM
4
Spruce House Investment Management
New York
$1.08B -$553M -2,450,000 -34%
Morgan Stanley
5
Morgan Stanley
New York
$949M -$112M -497,444 -11%
PGP
6
Prescott General Partners
Florida
$925M
BlackRock
7
BlackRock
New York
$893M +$71.7M +317,425 +9%
BCM
8
Bares Capital Management
Texas
$584M +$2.1M +9,278 +0.4%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$535M +$65.7M +290,872 +14%
VVP
10
Vulcan Value Partners
Alabama
$486M +$486M +2,154,264 New
RCG
11
Ruane, Cunniff & Goldfarb
New York
$405M -$123M -542,605 -23%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$376M -$20.1M -88,889 -5%
State Street
13
State Street
Massachusetts
$313M +$5.87M +26,014 +2%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$238M -$106M -467,240 -31%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$236M +$14M +61,900 +6%
Goldman Sachs
16
Goldman Sachs
New York
$225M +$29.2M +129,447 +15%
AIM
17
Allen Investment Management
New York
$210M -$3.6M -15,962 -2%
First Trust Advisors
18
First Trust Advisors
Illinois
$189M +$168M +743,101 +782%
GHP
19
Great Hill Partners
Massachusetts
$187M
Geode Capital Management
20
Geode Capital Management
Massachusetts
$175M +$20.7M +91,881 +13%
Two Sigma Investments
21
Two Sigma Investments
New York
$172M +$10.9M +48,394 +7%
Capital World Investors
22
Capital World Investors
California
$163M +$26.4K +117 +0%
Norges Bank
23
Norges Bank
Norway
$146M +$14.2M +62,698 +11%
Renaissance Technologies
24
Renaissance Technologies
New York
$142M +$38.3M +169,800 +37%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$139M +$88.2M +390,645 +172%